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Staff Productivity Report

The Staff Productivity report displays key staff productivity metrics such as sales per hour, number of tickets, utilization that are useful in driving performance improvements. You can filter the data to include all tickets or just closed tickets. 

To generate this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Staff section, select the Staff Productivity report
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  • In the upper left, you may filter by location, staff member, and date range.

  • In the upper right, you can export the report as PDF, CSV, or print version.

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Report Columns

Column

Description

Staff Member

Displays the staff member who performed a service or made a sale for the date range and location selected.

Sales Per Hour

Total Sales (Gross Revenue) / Clocked Hours

Retail Sales Per Hour

Total Product Sales / Clocked Hours

Service Sales Per Hour

Total Service Sales / Clocked Hours

Average Ticket

Gross Revenue - Discounts - Refunds / Total Number of Tickets

Services

Revenue for all appointments during the date range.

Classes / Events

Revenue for all classes and events during the date range.

Products

Revenue for all products sold during the date range. This includes miscellaneous charges.

Gift Cards

Revenue for all gift cards sold during the date range.

Packages

Revenue for all packages sold during the date range.

Memberships

Revenue for all memberships sold and recurring membership charges during the date range.

Environmental Fees

Revenue for environmental fees collected during the date range.

Cancellation Fees

Revenue for all cancellation fees collected during the date range.

Gross Revenue

Sum of all revenue.

Prepaid

Includes package redemption, membership redemption, gift card redemption, and membership dollar credits used.

Discounts

Includes discounts for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee).

Refunds

Includes refunds for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee).

Net Revenue

Gross Revenue - Prepaid - Refunds - Discounts.

 

Additional information can be viewed by clicking the drop-down arrow next to a staff member's name.

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The report will then be expanded.

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Definition of each field:

Field Description
Tickets Total number of tickets

% with Services 

Number of tickets with services / Total number of tickets

% with Products 

Number of tickets with products / Total number of tickets

Service Revenue per Ticket 

Total service revenue/number of tickets with services 

Product Revenue per Ticket 

Total product revenue / number of tickets with products

Appts 

Total number of appointments

Hours Available 

Available bookable hours (Scheduled hours) for the date range

Clocked Hours

Clocked-in time logged

% Filled 

Booked hours / scheduled hours x 100 

# Pre-Booked 

Number of appointments booked using the Prebook Next Appointment button in POS.

Pre-Booked Value 

Total dollar value of pre-booked appointments

% Pre-Booked 

Total number of pre-booked appointment / Total number of appointments

# Requested 

Number of appointments where the staff was selected by a client online OR merchant booked an appointment for a staff member and selected the star icon on appointment modal.

Requested Value 

Total dollar value of requested appointments

% Requested 

Total number of requested appointment / Total number of appointments

# Booked <15 Min Before Starting 

Total number of walk-in appointments (booked less than 15 minutes before the start time).

Booked <15 Min Before Starting Value 

Total dollar value of walk-in appointments.

% Booked <15 Min Before Starting 

Total number of walk-in appointments / Total number of appointments. 

% New Clients 

Percentage of clients who are new. They had their first appointment or purchase during the date range selected.

% Existing Clients  

Percentage of clients who have been to the business before. The appointment or purchase during the date range selected was not their first.

Days Since Last Visit 

How long it has been since the client’s last appointment.
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